Strategies

Strategies

Our view is that the global capital markets “work” over the long run. Our core investment strategies are thus focused on delivering globally diversified portfolios that are optimized for risk control as well as cost and tax efficiency. We aim to capture the market return from each asset class while adding incremental return via rebalancing and occasional tactical positioning.

Portfolio Construction

The investment portfolio we build for you is the backbone of the plan. Its risk and return characteristics are aligned with your unique needs, goals and risk tolerances.

Active vs Passive

Our crucial first step in constructing any portfolio is establishing your risk budget, which will in turn determine your portfolio asset allocation targets. Your investment portfolio is then built to incorporate essential factors such as your goals, cash flow requirements, time horizon, etc. At H&A, Portfolio Construction is a meticulous process that takes into account asset class, geographic, market cap and sector diversification. Continuous dialogue is encouraged among both the Investment Committee as well as between you and your advisor to ensure that your portfolio remains on track with your Vision.

Our approach to investing combines low-cost and tax-efficient passive funds with an active-style management at the portfolio level. We take action within the portfolio as market moves are occurring rather than waiting until the end of the calendar quarter or calendar year.

H&A SSE is an individual stock strategy that seeks capital appreciation via a focused portfolio of microcap value stocks. Our research combined with our low portfolio liquidity requirement gives us a competitive advantage in the way of identifying and quickly reacting to significant opportunities within the smaller company markets.